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IBMWiShares iBonds Dec 2034 Term Muni Bond ETF

Get incomeNewRanked #1,060 of 1,706 in this goal

Tracks the investment results of an index composed of investment-grade U.S. municipal bonds maturing before December 2, 2034.

By iShares · Launched 2026

Annual Cost

0.10%

#429 of 6,040 · low cost

Fund Size

$9M

#5,052 of 6,040 · small

Return (1Y)

N/A

Track Record

5 months

#5,337 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,665-3.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

S&P AMT-Free Municipal Series Callable-Adjusted 2034 Index

Holdings

By weight

Concentration

Top 10 holdings = 14.6% of funddiversified

Omaha Public Power District
1.8%
City of Charlotte
1.7%
New Jersey Transportation Trust Fund Authority
1.7%
State of California
1.5%
State of California
1.5%
Pennsylvania Turnpike Commission
1.5%
University of Washington
1.3%
District of Columbia
1.2%
City of Memphis
1.2%
Central Florida Expressway Authority
1.2%

Asset allocation

Bonds
99.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

5.0 years

Avg maturity

10.9 years

Credit ratings

AAA
26.6%
AA
54.7%
A
18.7%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of an index composed of investment-grade U.S. municipal bonds maturing before December 2, 2034.
Strategy
Seeks to track the S&P AMT-Free Municipal Series Callable-Adjusted 2034 Index, investing primarily in investment-grade U.S. municipal bonds. The Fund uses a representative sampling indexing strategy to manage its portfolio, aiming to achieve lower costs and better after-tax performance.
Inception date
April 7, 2026
Fund family
iShares

Next steps

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Data updated on 2026-09-18